Jose Menendez Perez is a financial advisor at OpenArc Corporate Advisory, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2014 to 2025, including overlapping years at Bank of America from 2014 to 2022. OpenArc Corporate Advisory serves individual and institutional clients, offering wealth management, financial planning, portfolio management, and retirement plan services. The firm utilizes a broad investment toolkit and emphasizes institutional research and ongoing monitoring for retirement plan sponsors, alongside notable capabilities in private markets and digital assets.

Sophia Drager is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Goldman Sachs and Elwood & Goetz Wealth Advisory. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, including ESG models and Direct Indexing with tax management overlays.

Stephen Nelson is an advisor at Arkadios Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kestra Advisory and Foresters Financial Services. Nelson is also a partner at Strive Financial Solutions, where he manages office operations and client financial plans. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans with customized investment and wealth management solutions. The firm integrates a large network of advisors, an affiliated broker-dealer, and an internal portfolio team that provides strategies and trade execution across multiple asset classes.

Connor Miller is a financial advisor at Capital Investment Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has been with Capital Investment Advisors in various capacities since 2015. Capital Investment Advisors, LLC serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management and integrated financial planning. The firm utilizes a centralized investment platform with standardized asset-allocation models and actively managed sleeves, supported by specialized in-house resources for estate and tax planning.

Stephen Welch is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Private Bank. Outside of his advisory work, Welch is involved in organizing events for the National Association of Plan Advisors and serves as CEO of an education technology business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors.

Scott Craig is a CFA® charterholder based in Atlanta, GA, with 15 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 12 years at BT Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm blends traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Bruce Leffingwell is a financial advisor at Level Four Advisory Services with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Level Four Advisory Services in 2021, he worked at SunTrust Bank for 15 years. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serving a diverse client base that includes individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, utilizing model portfolios developed by an internal Investment Committee or appointed sub-advisers.

Michael Cunningham is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Foundations in 2025, he worked at Your Wealth Advisors, Gradient Securities, Strategic Retirement Solutions, and Bankers Life Securities. Outside of his advisory role, he is involved in insurance sales and provides non-legal estate planning administrative services through Your Wealth Advisors. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, offering financial planning and portfolio management through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in its investment process.

Orlow Walstad III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. He previously worked at BT Wealth Management, LLC for seven years. Walstad is a board member of Walstad Investment Counsel, assisting his aunt with the business during periods of incapacitation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning and multi-family office services.

Tarpley Herlihy is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and previously worked at Southwestern Advantage and the University of Georgia. Herlihy is also a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management with a focus on disciplined, long-term diversified asset allocation.

Tracey Trapani is a financial advisor at Elevation Point Wealth Partners, LLC with 27 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Elevation Point Wealth Partners in 2024. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, employing a model portfolio approach that includes tactical asset allocation and third-party manager integration, along with advisory services that incorporate insurance and annuity solutions.

Tina Walker is a financial advisor at OpenArc Corporate Advisory, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Wells Fargo Advisors in various roles from 2014 to 2025. OpenArc Corporate Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers a range of wealth management and consulting services, employing both discretionary and non-discretionary models and utilizing diversified investment strategies that include alternatives, private markets, and digital assets.

Cathleen Stevens is a CFP® with over 33 years of industry experience. She has worked at IHT Wealth Management LLC since 2019 and has been associated with LPL Financial since 2011. Stevens is also involved in non-variable insurance sales, including disability, life, and long-term care insurance. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and tailored portfolio strategies to meet clients’ investment objectives.

John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.

Kelly Lee is a CFP® with 22 years of experience in the financial industry. She is currently with IFG Advisory, LLC, where she has worked since 2017, and has prior experience at LPL Financial and Wells Fargo Advisors. Kelly is involved with Strong, Gaddy, Lee Wealth Management Group, an independent investment advisory business. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and manages portfolios using sub-advisors and third-party models, also offering specialized services such as real estate planning and retirement plan consulting.

Mitchell Reiner is a CFP® with 20 years of industry experience, currently serving as an advisor at Capital Investment Advisors, LLC in Atlanta, GA. His prior experience includes roles at Benjamin Technology, Inc., Benjamin, LLC, and Altera Private Access, LLC. Outside of his advisory work, he has interests in consulting through MARE Group, LLC and MAM Group, LLC, and oversees governance and strategy at a restaurant advisory firm. Capital Investment Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutional clients, including pension and profit-sharing plans. The firm uses a centralized investment platform with standardized asset-allocation models and offers access to private investment solutions along with pension consulting services and a family office division.

Randall Yeomans is a financial advisor at Merit Financial Advisors with 42 years of industry experience. He has held roles at Sagepoint Financial, Inc. and previously operated Yeomans Consulting Group, Inc., where he offered financial and estate planning services and taught adult education classes on taxes, estate planning, and retirement planning. Yeomans is also involved in developing personal development coaching focused on lifestyle, health, and wellness. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen models and customized advisor strategies.

James Vann is a financial advisor with Kovack Advisors, Inc. in Kennesaw, GA, holding a Series 63 designation and over 32 years of industry experience. He has been with Kovack Advisors since 2015 and is also affiliated with Kovak Securities, Inc. Outside of his advisory role, Vann operates under the DBA LBS Wealth Advisors and is involved in selling fixed insurance products. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.

Treyce Addison is a financial advisor at OpenArc Corporate Advisory, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Morgan Stanley, and Raymond James. Outside of finance, his background includes roles in retail and education. OpenArc Corporate Advisory serves individual and institutional clients with wealth management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary models, tailoring portfolios using a diverse range of investment vehicles, and maintains a significant institutional retirement practice alongside private markets and digital-asset capabilities.

Milon Turner is a financial advisor with OpenArc Corporate Advisory, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and Bank of America N.A. before joining OpenArc in 2025. OpenArc Corporate Advisory serves a diverse client base, including individuals, trusts, nonprofit endowments, and retirement plans, offering wealth management, financial planning, and portfolio management with both discretionary and non-discretionary engagement models. The firm is notable for its substantial institutional retirement practice and capabilities in private markets and digital assets, supported by operational integration with third-party platforms.